Herr Capital Management

No reviews yet

Compiled from public sources Unclaimed business

Unclaimed

Claim to manage details & reply to reviews
Pro profile & priority placement
Reedleys Recognition & certificate

Claim this business

About Herr Capital Management

Herr Capital Management has partnered with clients for over 31 years. The Chicago independent financial services firm serves high-net-worth individuals, families, and businesses with personalized financial planning and wealth management solutions. As fiduciaries, its advisors help clients define their circumstances and goals, then develop financial plans and investment portfolios aligned with their needs and objectives. The firm provides guidance for protecting, preserving, and growing wealth, while developing, monitoring, and updating strategies. Its team-based approach brings multiple advisors together, with research and consultation with outside experts when needed. Managing Partner Terrence Herr is a CERTIFIED FINANCIAL PLANNER professional and provides guidance on financial and investment plans. Herr Capital Management also offers resources for financial decision-making and schedules calls for prospective and current clients.

Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.

Investing - representative photo, not of Herr Capital Management

Representative photos. Illustrative images for this category, not photos of Herr Capital Management and not provided by the business.

At a glance

Credentials: Certified Financial Planner®, Series 6, Series 7, Series 24, Series 63, Series 65, Life/Health/Disability Insurance licenses
Team: Herr Capital Management has multiple advisors working together; Terrence Herr is managing partner and Melissa N. Osika is associate partner.

Fiduciary financial planning
Independent firm

From herrcapital.com, checked 22 Oct 2026. Only what the business states on its own website.

Services

Financial planning Personalized plans based on clients’ goals and circumstances
Wealth management For high-net-worth individuals, families and businesses
Investment portfolio planning Plans and portfolios prioritize clients’ needs and objectives
Retirement planning Addresses clients’ retirement goals
Asset preservation strategies
Legacy planning Planning for future generations

As listed by Herr Capital Management. Prices as published by the business and may change.

Services & specialities

Highlights

Fiduciary Guidance

Advisors develop plans around each client's circumstances and goals.

Investment Planning

Financial plans and portfolios are aligned with client objectives.

Independent Firm

Serves individuals, families, and businesses with flexible solutions.